+308.5%
ROIV vs BBAI
-79.3%
+387.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -10.0% | +5.6% | -4.1% |
| 7D | +9.2% | -6.8% | +16.0% | +9.4% |
| 30D | +19.9% | -13.4% | +33.3% | +20.4% |
| 3M | +10.6% | -36.5% | +47.1% | +12.0% |
| 6M | +36.1% | -50.6% | +86.7% | +38.6% |
| YTD | +84.3% | -61.7% | +146.0% | +88.6% |
| 1Y | +87.6% | -71.1% | +158.7% | +93.1% |
| 3Y | +353.9% | +32.7% | +321.2% | +337.7% |
| 5Y | +376.1% | -79.2% | +455.3% | +324.8% |
| All | +308.5% | -79.3% | +387.8% | +263.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling